Coldstream Wealth Management
Rachel Borsini is a seasoned wealth management professional currently serving as a Wealth Management Associate at Coldstream since November 2024. Previously, Borsini held various roles, including eCommerce Online Sales Manager at Four Seasons Design from October 2017 to November 2024 and Private Client Service Associate at Coldstream Wealth Management from March 2015 to October 2017. Borsini possesses FINRA Series 7 and Series 66 licenses and has demonstrated expertise in managing client relationships for over 200 households with $1 billion in assets. In addition, Borsini has experience in client service administration, program coordination, and budget management, complemented by a BA in Economics and Spanish Literature from the University of Puget Sound.
This person is not in any teams
Coldstream Wealth Management
Coldstream is an employee-owned, independently-operated wealth management firm that’s been earning the trust of high net-worth clients since 1996. We guide you through the complexity of wealth management so that you can have peace of mind while achieving the financial and lifestyle goals important to you. Coldstream Wealth Management is a wholly-owned subsidiary of Coldstream Holdings, Inc.”